Prefill an Intake Form

Learn how to generate an intake form before sharing it with a client.

Getting Started

An intake form can be generated internally for staff members to fill out or to fill it out while speaking with a client.

1.    Open a Matter or a Lead file from the triConvey Desktop App.

2.    Select the Intake tab. 

3.    Select the three dots next to Share Form and then select Prefill for client.

4.   Choose a form from the drop-down menu and select Open.

5.    On the Edit Responses screen, you can start entering responses.  Responses are saved automatically.  Select Submit on the form once you are complete.

Tip:  To enter responses later, select the back arrow to exit the form.  

When you are ready, select the three dots icon next to the form in the Intake tab and select Edit Responses.

On the list of intake forms, any non-complete, internally shared forms are denoted by the Prefilled for client status.